3Fourteen Research

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@3F_Research

The next generation of investment research.

3fourteenresearch.com Joined September 2020

77 Following 28K Followers 1.3K Posts

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3Fourteen Research @3F_Research Nov 20, 2025

What three year period from history does the AI-era (2023-2025) most closely resemble? 1994-1997.

Check out the latest from Caliban. 3FR's AI agent that can do research on the fly.

More at: 3fourteenresearch.com/caliban

1:22

3Fourteen Research @3F_Research Oct 30

New report out to 3FR clients. Examining:
-Why we reduced equity exposure this week.
-How to resolve bearish technicals and bullish fundamentals.
-Why tech's relationship with the inflation story has become a macro risk.

3Fourteen Research @3F_Research Oct 26

Clients please check your email for an important position change.

3Fourteen Research @3F_Research Oct 16

New report out to 3FR clients discussing:
-Credit spreads (Caa) blowing out.
-Weak breadth has been bullish in the AI-era.
-Datacenter supply projections for 2027...no signs of a slowdown.
-Lab ARR fears.

3Fourteen Research @3F_Research Sep 24

Clients please check your email for important position changes.